Set Multiple Agendas: Before showing a high-level demo, re-establish the agenda. Explain what you'll show, present it, then recap by tying it back to the meeting's outcome.
Dangle the Carrot: Identify one problem to address in your demo, then ask for two or three more use cases. Use curiosity to uncover additional discovery points before diving into the demo.
Anchor to an Outcome: Start the call by setting a clear decision-oriented goal, such as determining if further evaluation is worth their time.
Be Blunt About Goals: In rip-and-replace scenarios, state the stakes directly, like weighing the pain of switching versus the potential benefits. This disarming honesty builds trust.
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Commercial Sales Manager @ ProcoreSales Manager, Emerging @ ProcoreEnterprise Account Executive @ ProcoreSenior Account Executive, Mid-Market @ ProcoreJoin our weekly newsletterThings you can stealMichelle Cecil Episode